See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,047 | $116,875-18.7% | $141,084-32.6% | $116,875-18.7% |
| Participation rate | 37.9% | 74.5%-36.7pp | 63.5%-25.6pp | 74.5%-36.7pp |
| Annual return | 16.10% | 16.29%-0.2pp | -42.88%+59.0pp | 16.29%-0.2pp |
| Employer contribution / active EE | $843 | $3,288-74.4% | $2,224-62.1% | $3,288-74.4% |
| Participant deferral / active EE | $1,542 | $3,885-60.3% | $1,670-7.6% | $3,885-60.3% |
| Admin fee / account holder | $4,552 | $12,263-62.9% | $3,020+50.7% | $12,263-62.9% |